Heritage Asset Management | You and Your Financial Advisor

You and Your Financial Advisor

Investors who seek help from qualified financial advisors should expect the following basic services:

The ability to develop a personalized investment and/or financial plan that suits your needs, goals and current financial situation.
The experience and knowledge to help match your specific goals and objectives with appropriate investments.
Straight answers and common sense advice on the risks and rewards of each investment.
A straightforward explanation of fees and expenses.
Regular portfolio monitoring and analysis of progress.
An annual review of your portfolio to ensure that the strategy is still on target.

Perhaps the greatest advantage of working with a financial advisor is the value he or she can add in helping you to put all pieces of the puzzle together. Beginning with asset allocation, financial advisors can help investors develop a total financial plan, which includes furnishing advice on everything from saving for a first home to investing for college and funding retirement.

But it doesn’t stop there. Financial advisors can also help with advice on retirement plan distribution options, setting up retirement plans for small business and self-employed individuals, tax planning, as well as insurance, estate and trust planning. Contact your financial advisor today for additional information.